Pension Administrator – SSAS (ref AL1299)

New Business Client Associate c£28,000 + benefits

Remote, Office or Hybrid (3 days office, 2 days home per week) in either Salisbury, London, Bolton or Leicester (our ref AL1299)

My clients are dedicated to providing personalised and proactive administration and professional trustee services for Small Self-Administered Pension Schemes (SSAS).  Due to continued growth, they are now looking to appoint a New Business Client Associate (Pension Administrator) to join their teams in either Salisbury, London, Bolton or Leicester.  Please note we are only able to consider applicaitons form individuals with previous pensions admin experience.

Purpose of the Role:

You will be responsible for carrying out onboarding of new clients which includes:

• Establishment of Defined Contribution and Defined Benefit SSAS Schemes
• Completion of existing scheme takeovers
• Delivering excellent technical and customer service outcomes to clients and intermediaries.
• Completing all proposed investments, transfers in and/or contributions before handing off schemes to a dedicated Client Associate for future administration. 

The Person:

• Experience in SSAS pension new business role
• Previous experience in establishment of schemes and scheme takeovers.
• Excellent SSAS knowledge
• Good personal organisational skills with the ability to prioritise their own workload.
• Works well under pressure maintaining attention to detail. 
• Ability to work to prescribed deadlines.
• Clear concise communication skills at all levels. 
• A positive attitude to client care.
• Proactive, enthusiastic, and driven approach. 
• Ability to develop and maintain excellent internal and external relationships.

If this role is of interest, please apply with an up-to-date CV.  We aim to respond to all applications within 10 days.  By submitting your CV, you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.